earnings
confidence high
sentiment neutral
materiality 0.75
XPEL Q3 revenue +11.1% to $125.4M; announces $75M-$150M supply chain investment
XPEL, Inc.
2025-Q3 EPS reported
$1.37
revenue$353,933,000
- Revenue $125.4M, up 11.1% YoY; gross margin 41.8% vs 42.5% last year.
- Net income $13.1M ($0.47/diluted share), down 11.8% YoY.
- EBITDA $19.9M (15.9% of revenue), down 8.1% YoY.
- Plans $75M-$150M capex/investments over two years targeting gross margin 52-54% and operating margin mid-to-high 20% by 2028.
- Q4 2025 revenue guidance $123M-$125M.